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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,018 | $106,749-18.5% | $145,433-40.2% | $82,448+5.5% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 15.80% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,136 | $3,444+20.1% | $4,554-9.2% | $2,551+62.1% |
| Participant deferral / active EE | $8,084 | $6,519+24.0% | $7,897+2.4% | $4,139+95.3% |
| Admin fee / account holder | $2,052 | $8,390-75.5% | $13,129-84.4% | $7,234-71.6% |